100% accurate. All the service providers in the delivery market are they capturing and bringing in new customers that will stay for the long term or are they simply all fighting for the same customers that frequent that restaurant. Yes, order totals may slightly go up but is it always?
It would be amazing to see analytics on new long term customers for specific restaurants. Simply being able to get a new customer through marketing first orders wouldn’t be enough they would have to convert and order more in the long term.